{"id":8310,"date":"2025-07-21T20:19:06","date_gmt":"2025-07-21T20:19:06","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8310"},"modified":"2025-08-11T20:48:28","modified_gmt":"2025-08-11T20:48:28","slug":"agrega-nuevo-prospecto","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8310","title":{"rendered":"Agrega un nuevo prospecto"},"content":{"rendered":"\n<p class=\"has-small-font-size\">Puedes <strong>registrar prospectos<\/strong> en tu cuenta de forma r\u00e1pida y sencilla. Esto te permite <strong>construir una base de datos organizada con su informaci\u00f3n de contacto y dar seguimiento a cada uno<\/strong> seg\u00fan su etapa dentro del proceso comercial.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa desde <strong>Contactos &gt; Prospectos.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Da clic en el bot\u00f3n <strong>+ Nuevo Prospecto<\/strong>, ubicado en la parte superior derecha de la pantalla.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-3.webp\" alt=\"\" class=\"wp-image-8462\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-3-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-3-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-3-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Completa el formulario con la informaci\u00f3n correspondiente al prospecto que deseas registrar:<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Datos del Prospecto<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Nombre o Raz\u00f3n Social:<\/strong> Nombre legal del cliente o nombre con el que se le conoce com\u00fanmente en el mercado.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Asignado a:<\/strong> Selecciona del listado al colaborador encargado de realizar la gesti\u00f3n comercial con este prospecto. Este campo estar\u00e1 disponible solamente si tu usuario tiene acceso completo al m\u00f3dulo de <strong>Contactos.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Estado:<\/strong> Selecciona del listado la etapa del proceso comercial en la que se encuentra tu prospecto:\n<ul class=\"wp-block-list\">\n<li><strong>Nuevo.<\/strong><\/li>\n\n\n\n<li><strong>Intento de contacto.&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Contactado.<\/strong><\/li>\n\n\n\n<li><strong>Calificado.<\/strong><\/li>\n\n\n\n<li><strong>No Calificado.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-3.webp\" alt=\"\" class=\"wp-image-8463\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-3-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<p class=\"background-blue has-small-font-size\">*<em>Consulta el manual <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/gestiona-estados-de-prospectos\" target=\"_blank\" rel=\"noreferrer noopener\">Gestiona los estados de los prospectos<\/a> para personalizar los estados de la etapa comercial de los prospectos que registres.\u00a0<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Nota Interna: <\/strong>Es un campo de texto libre para que ingreses informaci\u00f3n adicional o relevante, por ejemplo, bit\u00e1cora y comentarios de llamada o informaci\u00f3n necesaria para la cotizaci\u00f3n.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-2.webp\" alt=\"\" class=\"wp-image-8464\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Contacto<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Nombre:<\/strong> Nombre de la persona con la que mantienes la relaci\u00f3n comercial directamente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Tel\u00e9fono:<\/strong> N\u00famero de tel\u00e9fono de contacto con la empresa prospecto.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Correo electr\u00f3nico: <\/strong>Email para comunicaci\u00f3n y env\u00edo de documentos administrativos.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-2.webp\" alt=\"\" class=\"wp-image-8465\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Finaliza el guardado haciendo clic en <strong>Guardar Prospecto.&nbsp;<\/strong><\/li>\n<\/ol>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">El sistema validar\u00e1 que todos los campos obligatorios contengan informaci\u00f3n. En caso de detectar alg\u00fan error, este se mostrar\u00e1 dentro del campo en color rojo.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Se confirmar\u00e1 el guardado con la notificaci\u00f3n: <strong>Prospecto creado con \u00e9xito.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/guadarprospecto.gif\" alt=\"\" class=\"wp-image-8466\"\/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Puedes registrar prospectos en tu cuenta de forma r\u00e1pida y sencilla. Esto te permite construir una base de datos organizada con su informaci\u00f3n de contacto y dar seguimiento a cada uno seg\u00fan su etapa dentro del proceso comercial. Datos del Prospecto *Consulta el manual Gestiona los estados de los prospectos para personalizar los estados de la etapa comercial de los prospectos que registres.\u00a0 Contacto<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,44,46],"tags":[30],"class_list":["post-8310","post","type-post","status-publish","format-standard","hentry","category-academia","category-contactos","category-prospectos","tag-facil"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Agrega un nuevo prospecto - Academia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=8310\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agrega un nuevo prospecto - Academia\" \/>\n<meta property=\"og:description\" content=\"Puedes registrar prospectos en tu cuenta de forma r\u00e1pida y sencilla. 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